这里提到了一种"市场绑定"的代币经济,让我最先想到的就是预言机市场,某种程度上 $PROVE 与 $LINK 在经济上有很多相似之处,不取决于某个单一应用的表现,而是整个市场的需求,换言之以太坊的扩展需求不断增加,证明需求增加,Succinct的价值将随之上升。 $PROVE 的表现也比较超预期,低开 $0.6,最近两天到最高 $1.7,给到多少估值现在不好说,价格也都是打在未来预期里的,就像最开始大家也无法预测未来预言机市场能有多大一样,现在处于市场没有完全理解,同时Succinct也需要通过数据证明自己的一个阶段。 让子弹飞一会。
many of today's protocol tokens are designed primarily for growth speculation and governance. this leads to a token model that is vertically integrated and "app-bounded." for example, the value of tokens like UNI or AAVE is close tied to the success of their individual protocols, rather than the growth of the broader category they belong to. PROVE introduces a different paradigm: a "market-bounded" asset. instead of being tied to a single application, PROVE is positioned to capture economic value of the entire horizontal proofs market. this model is inherently agnostic to which L2, chain, dapp wins, as PROVE benefits from the ever-growing aggregate demand for proofs, whever it originates. this market-bounded model aligns directly with ethereum's long-term scaling roadmap. scaling the L1 without sacrificing decentralization requires a dramatic increase in zk proof generation. this creates a structural, non-speculative demand for a new commodity market: prover networks. PROVE is the native currency for this market, creating a self-reinforcing flywheel: as eth scales -> proof demand rises -> value accrues to PROVE -> which incentivizes a more robust and efficient prover network -> enabling larger computational workloads and further scaling. ultimately, PROVE is positioned not as a bet on a single application, but as a stake in the foundational infrastructure for the entire onchain economy. succinct is building the proving economy. PROVE is how you own it.
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